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"Heir to the Abode" – Gary Altman on What to Expect When You’re Due to Inherit Real Estate

In an interview with nationally syndicated real estate columnist, Charles Scutt, estate planning guru, Gary Altman, is quoted extensively on the good, the bad, and the ugly when it comes to inheriting real estate. Altman explains that once ownership of the home is transferred to you, Uncle Sam may deduct federal, state and/or local taxes […]

Altman & Associates Profiled in Bethesda Magazine’s Lawyer Spread

In a special section of Bethesda Magazine, Altman & Associates reaches out to Bethesda-area residents. "As founder of the nationally acclaimed estate planning law firm, Altman & Associates, Gary Altman has been helping clients throughout the Washington, D.C., area for over 20 years. His 'outstanding expertise, trustworthiness and commitment to his clients’ needs' has consistently […]

Gary Altman Puts His CFP Hat on for an Interview with the Washington Post on Cutting Back in a Tough Economy

Gary Altman works hand in hand with financial advisors to ensure that his estate planning solutions consider every aspect of an individual’s financial framework. In an effort to best serve his clients, Altman (also a Certified Financial Planner), joined the National Capital Area chapter of the Financial Planning Association, for which he has served as […]

"Mom and Dad, You’re Broke" – Gary Altman Walks the Wall Street Journal Through Tough, But Critical Questions to Ask Mom and Dad During a Down Economy

In an interview for the Wall Street Journal’s “Family Finances” section, estate planning expert, Gary Altman, Esq., sheds light on some tough, but important questions we should ask our aging parents – particularly during an economic downturn when asset values are plummeting. He says, "We've all planned for greater money in the future. No one […]

"Before You Remarry" - Estate Planning for Boomers to Consider

In the spirit of Valentines Day, estate planning expert, Gary Altman, used his column for Boomer-Living.com to highlight estate planning considerations to take into account before getting remarried. He writes, “As a boomer and a romantic, I believe that marriage (even the second time around) is a wonderful thing. That said, the attorney and the […]

Increasing popularity of Spendthrift Trusts

InvestmentNews called on the expertise of Gary Altman for a recent piece on the increasing popularity of spendthrift trusts. In an economic climate where wealthy investors are becoming more risk averse, interest in establishing spendthrift trusts for beneficiaries is becoming an enticing option. As Altman explains, spendthrift trusts are essentially irrevocable third-party trusts created for […]

Couples Should Consider Debt When Estate Planning

In an interview with CreditCards.com, Gary Altman, advises against joint credit card accounts and even against spouses taking authorized user cards on each others' accounts. "From an estate perspective, joint credit implies a 100 percent obligation of the surviving spouse for any debt remaining on a joint card. And if a spouse has access to […]

"Estate Planning in 2009" - What Changes the New Administration May Bring

In his New Year contribution to Boomer-Living.com, Gary Altman focuses on the possible changes to estate law that the new administration could have in store. First and foremost on the list – the Federal Estate Tax. To read this article, click here.

Interview with Financial Advisor Magazine

In an interview with Financial Advisor magazine, estate planning expert, Gary Altman, was asked about how tough economic times can impact people’s decisions about estate planning. Gary admitted that he’s seen some people – whether out of fear or out of necessity - try to access money that had been set aside in an estate […]

Gary Altman Interviewed by Associated Press

Estate planning authority, Gary Altman, recently spoke with the Associated Press about a high profile case in which a general partner in three hedge funds approached a well-known ballet company and foundation about making a large endowment. In this case, the general partner asked that the charities put the endowment in hedge funds in which […]

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